Anic Equity¶
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Total return since start: 0.548 %¶
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Equity now: -----------------------------> 47280.61 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45885.63 Kr¶
PnL: ---------------------------------------> -1002.94 Kr¶
DD now: ---------------------------------> -2.775 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-26 16:46:56.390790'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 2.820000 | 3095.000000 | 168.000000 | 5.740000 | 2927.000000 |
| HMS Networks | 2 | 15.620000 | 799.600000 | 126.600000 | 18.810000 | 673.000000 |
| HEBA B | 70 | -1.130000 | 2758.000000 | 122.000000 | 4.630000 | 2636.000010 |
| SAAB B | 8 | 0.920000 | 3439.200000 | 62.200000 | 1.840000 | 3377.000000 |
| MedCap | 2 | 0.220000 | 462.000000 | 41.000000 | 9.740000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.000000 | 392.000000 | 37.000000 | 10.420000 | 355.000000 |
| Nordea Bank Abp | 29 | 0.380000 | 3482.320000 | 28.320000 | 0.820000 | 3453.999992 |
| Corem Property Group B | 59 | -2.290000 | 602.980000 | 25.980000 | 4.500000 | 576.999999 |
| AcadeMedia | 12 | -1.230000 | 578.400000 | 21.400000 | 3.840000 | 557.000004 |
| Resurs Holding | 22 | -1.640000 | 592.020000 | 18.020000 | 3.140000 | 573.999998 |
| Intrum | 4 | 2.720000 | 544.600000 | 17.600000 | 3.340000 | 527.000000 |
| Boozt | 12 | 0.140000 | 1670.400000 | 16.400000 | 0.990000 | 1653.999996 |
| Swedbank A | 3 | -0.260000 | 578.250000 | 14.250000 | 2.530000 | 564.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.180000 | 574.350000 | 12.350000 | 2.200000 | 562.000005 |
| OEM International B | 7 | 0.390000 | 539.700000 | 11.700000 | 2.220000 | 527.999997 |
| Eastnine | 4 | 0.000000 | 502.400000 | 11.400000 | 2.320000 | 491.000000 |
| Securitas B | 6 | -0.020000 | 578.640000 | 8.640000 | 1.520000 | 570.000000 |
| Karnov Group | 9 | 0.500000 | 543.600000 | 7.600000 | 1.420000 | 536.000004 |
| Norva24 Group | 16 | 0.760000 | 550.400000 | 7.400000 | 1.360000 | 543.000000 |
| Creaspac SPAC | 6 | 0.730000 | 581.400000 | 4.400000 | 0.760000 | 577.000002 |
| Coor Service Management Hold. | 8 | 0.070000 | 535.600000 | 3.600000 | 0.680000 | 532.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.290000 | 248.400000 | 2.400000 | 0.980000 | 246.000000 |
| CTEK | 13 | 1.200000 | 535.470000 | 1.470000 | 0.280000 | 533.999999 |
| Handelsbanken A | 5 | 0.510000 | 542.500000 | -3.500000 | -0.640000 | 546.000000 |
| Midsona B | 63 | 2.020000 | 572.670000 | -10.330000 | -1.770000 | 582.999984 |
| Essity B | 2 | -2.540000 | 545.000000 | -29.000000 | -5.050000 | 574.000000 |
| International Petroleum Corp. | 5 | -0.360000 | 550.500000 | -44.070000 | -7.410000 | 594.565215 |
| Essity A | 4 | -2.330000 | 1092.000000 | -57.000000 | -4.960000 | 1149.000000 |
| Vivesto | 1368 | 1.330000 | 540.630000 | -72.370000 | -11.810000 | 612.999432 |
| Sampo Oyj SDB | 7 | -1.190000 | 3769.500000 | -80.500000 | -2.090000 | 3850.000000 |
| Beijer Electronics Group | 26 | -9.440000 | 2844.400000 | -126.600000 | -4.260000 | 2971.000006 |
| Fasadgruppen Group | 35 | -0.580000 | 3612.000000 | -199.000000 | -5.220000 | 3810.999990 |
| OX2 | 18 | 0.580000 | 1411.200000 | -252.800000 | -15.190000 | 1663.999992 |
| Axfood | 13 | -3.130000 | 3464.500000 | -291.500000 | -7.760000 | 3756.000001 |
| Ovzon | 52 | -0.190000 | 2756.000000 | -606.000000 | -18.020000 | 3361.999992 |
| TOTAL | 45885.630000 | -1002.940000 | -2.77459% | 46888.564618 |
Updated:¶
'2023-01-26 16:47:09.395799'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
